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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,810 | $81,358-49.8% | $155,556-73.8% | $80,959-49.6% |
| Participation rate | 28.3% | 66.3%-38.0pp | 78.2%-50.0pp | 67.7%-39.4pp |
| Annual return | 9.34% | 33.39%-24.1pp | 64.84%-55.5pp | 35.67%-26.3pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $602 | $3,455-82.6% | $5,631-89.3% | $4,300-86.0% |
| Admin fee / account holder | $8,804 | $7,994+10.1% | $15,885-44.6% | $6,925+27.1% |